Valeo Financial Advisors’s Summit Midstream SMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $268K | Buy |
+9,418
| New | +$281K | 0.01% | 655 |
|
|
2025
Q3 | – | Sell |
-9,418
| Closed | -$231K | – | 891 |
|
|
2025
Q2 | $231K | Buy |
+9,418
| New | +$259K | 0.01% | 664 |
|
|
2025
Q1 | – | Sell |
-9,418
| Closed | -$356K | – | 790 |
|
|
2024
Q4 | $356K | Sell |
9,418
-5,675
| -38% | -$204K | 0.01% | 491 |
|
|
2024
Q3 | $529K | Hold |
15,093
| – | – | 0.02% | 395 |
|
|
2024
Q2 | $537K | Hold |
15,093
| – | – | 0.02% | 370 |
|
|
2024
Q1 | $421K | Hold |
15,093
| – | – | 0.02% | 423 |
|
|
2023
Q4 | $270K | Hold |
15,093
| – | – | 0.01% | 521 |
|
|
2023
Q3 | $209K | Buy |
+15,093
| New | +$219K | 0.01% | 558 |
|
|
2023
Q2 | – | Sell |
-15,093
| Closed | -$232K | – | 684 |
|
|
2023
Q1 | $232K | Buy |
+15,093
| New | +$256K | 0.01% | 514 |
|
|
2022
Q3 | – | Sell |
-15,093
| Closed | -$192K | – | 551 |
|
|
2022
Q2 | $192K | Hold |
15,093
| – | – | 0.01% | 439 |
|
|
2022
Q1 | $225K | Hold |
15,093
| – | – | 0.01% | 518 |
|
|
2021
Q4 | $335K | Hold |
15,093
| – | – | 0.02% | 391 |
|
|
2021
Q3 | $537K | Hold |
15,093
| – | – | 0.03% | 281 |
|
|
2021
Q2 | $459K | Hold |
15,093
| – | – | 0.03% | 276 |
|
|
2021
Q1 | $356K | Hold |
15,093
| – | – | 0.02% | 328 |
|
|
2020
Q4 | $189K | Hold |
15,093
| – | – | 0.01% | 431 |
|
|
2020
Q3 | $148K | Hold |
15,093
| – | – | 0.01% | 384 |
|
|
2020
Q2 | $224K | Buy |
+15,093
| New | +$236K | 0.02% | 298 |
|
Other funds holding SMC
Valeo Financial Advisors's SMC Position: Q2 2026 in Review
Valeo Financial Advisors opened a new position in Summit Midstream (SMC) in Q2 2026: 9,418 shares worth $268K. The stake represents 0.01% of the portfolio and ranks #655 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in SMC as recently as Q2 2025.
Valeo Financial Advisors first reported a position in SMC in Q2 2020 and has held it in 18 quarters since. The position peaked at $537K in Q3 2021. 2 funds tracked by Wall St. Rank hold SMC as of Q2 2026.
- Valeo Financial Advisors held 9,418 shares of Summit Midstream worth $268K as of Q2 2026.
- Summit Midstream was a new Valeo Financial Advisors position in Q2 2026.
- Summit Midstream made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #655 holding.
- Valeo Financial Advisors first reported a position in Summit Midstream in Q2 2020 and has held it in 18 quarters since.
- Valeo Financial Advisors's Summit Midstream position peaked at $537K in Q3 2021.
- 2 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.